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Private Wealth Management Summit

Event : Private Wealth Management Summit

Sun, 02/06/2013  
Conducted by : Marcus Evans
Contact : Jenny Keane

 The primary objective of the Private Wealth Management Summit is to explore the key aspects and issues related to family offices as business drivers for innovation and growth. The Summit's program topics have been pinpointed and validated by the private wealth industry as the top critical issues they face. 

Key issues for 2012 include:
 
Current Speakers Include: 
Founder, Seven Two Partners
Chief Executive Officer and Founder, Gleneagles Group
Managing Director, Triumph Investment Funds      
President, Kestrel Asset Management
President, Chief Executive Officer, Chief Investment Officer, Glenmede      
Managing Director, Atlantic Trust Private Wealth Management      
Vice President, Wealth Manager, True North Advisors
Partner, Managing Director and Chief Investment Officer, Covenant Multi-Family Offices, LLC  
Founding Partner and Chief Executive Officer, LVW Advisors      
Partner and Chief Investment Officer and Chair of the Investment Strategy Team, Balentine     
Chief Investment Officer, WLD Enterprises
Partner and Senior Client Advisor, Meristem, LLC
Managing Director and Head of Wealth Advisory, The Presidio Group, LLC      
Managing Director, Pathstone Family Office       
Founder and Partner, Financial Management Partners      
Co-Founder, Managing Director and Chief Investment Officer, Iron Capital Advisors
Chief Investment Officer, Arlington Family Partners
 
Current Topics Include: 
US and Global Economic Update – Discussing the current and future landscape
Family Governance – Preserving Wealth through a solid structure
Sustainable Wealth Management – Techniques for effectively shielding clients’ assets
Tax Strategies – Incorporating tax-efficient and financially-effective tactics into portfolio construction
Building Your Firm’s Succession Plan – Key essentials to ensure success
Preserve and Protect – Are you helping the next generation keep the wealth?
Spotlight on Asset Allocation – Examining strategies for today’s market
The Key to Portfolio Diversification –  Identifying unique investment options for family offices
 “It is obvious why marcus evans is considered the elite of their industry. This Summit was professionally organized and brought together an outstanding group of market leaders. I enjoyed sharing ideas and made many strong contacts. A truly wonderful experience. Bravo!”
Principal, Gregoire Capital
“Consistently the best event to meet the highest quality firms in Private Wealth Management.”
Director, Institutional Sales, Centennial Partners
 


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